A View from Asia

A spurt of Covid-19 cases has materially changed the economic outlook across the world. Samir Mehta gives his take. 

  • Samir Mehta
05 Mar 2020
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  • Few would have thought that in a world with rapid advances in science and technology, challenges from a pandemic could become amongst the most significant disruptors in recent memory.
  • Over time, there is little doubt that the effects of the virus will subside but the economic damage in its wake is likely to be meaningful. 
  • Samir gives this thoughts on portfolio positioning.  


Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. 

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